Jared G Holden

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2014 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2014-03-05 → 2014-07-16
  Pnc Capital Advisors Llc
  Cincinnati, OH

Other Businesses

I*3961280 Entity Type: Not for profit Name of OBA: Roberts Elementary PADRES (dad's PTO) Address: Houston, Texas, 77030 Investment Related: No Position, Title, Association: Volunteer Employee Start Date: 08/10/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Elementary school dads organizing activities for children. Help organize camp out and school maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-11

Other Names

• Jared G Holden
• Jared Holden
• Jared Gregory Holden